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How to show downloadable file attachments from Notes in Portal?
Hello,I want to show downloadable files attached in note section in portal. For e.g.I have account record with some file attached in note section like below snapshot:I configured my portal to show...
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PowerApps – Alter Component(s) properties based off of other field(s) value...
Introduction:We all know, PowerApps, helps you build business apps.The potential that PowerApps beholds is humongous.PowerApps can help us build an app as basic as a Survey App or maybe a complex one...
View ArticleHow to create a plugin to create/update a record from D365 for Sales to...
I need to create a plugin to fetch the Account records from D365 for Sales into Customers in Business Central. Does anyone know how to do this? I am new to this topic can someone help me with some...
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Click2Export New Release – Experience an Innovative way to export your...
Innovation starts with your Team, Partner, Customer and the end Users. Well, with a combined effort of all these, we are glad to bring up another new set of strong and innovative features in our...
View ArticleError when creating a new custom activity record
Hello guys.I'm getting a unexpected exception when I try to create a record in a fresh new custom activity entity. Here is the log from event viewer:The Web Service plug-in failed in OrganizationId:...
View ArticleHow to create a plugin to create/update a record from D365 for Sales to...
I need to create a plugin to fetch the Account records from D365 for Sales into Customers in Business Central. Does anyone know how to do this? I am new to this topic can someone help me with some...
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Guide Lines on Identifying PI Data in Dynamics 365 to Comply with GDPR
The General Data Protection Regulation (GDPR) by the European Union is designed to protect the personal information of the EU citizens, which means every organization around the globe who have their...
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EntityList workflow will not trigger
I have an on-premise version of the portal set up and have an entitylist with a workflow defined. This works fine. I have created an online trial account with the portal and have the exact same...
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Show Survey Responses for a Survey in Opportunity entity
Hi,I need to see Survey Responses for a particular survey directly from Opportunity entity. In other words, I want a survey response to be tagged directly with an Opportunity record.Can we bring Survey...
View ArticleHow to filter values in lookup based on URL string
I have a CRM portal form that has a lookup field displaying as drop down values. These drop down values are coming from a custom entity. we have close to 1500 drop down values on the form. I would...
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Show Survey Responses for a Survey in Opportunity entity
Hi,I need to see Survey Responses for a particular survey directly from Opportunity entity. In other words, I want a survey response to be tagged directly with an Opportunity record.Can we bring Survey...
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CRMUG Summit: 16 Oct, 2:30 PM, Location: 226A – Partner Solutions Showcase...
The wait is over! We have arrived at Phoenix for the largest gathering of Microsoft Dynamics 365 peers, CRMUG Summit and can’t wait to meet our closest friends and solution experts from across the...
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Show Survey Responses for a Survey in Opportunity entity
Hi,I need to see Survey Responses for a particular survey directly from Opportunity entity. In other words, I want a survey response to be tagged directly with an Opportunity record.Can we bring Survey...
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Obtain OrganizationService using Application User in Dynamics 365
Introduction:The Application User is the concept that allows us (developers) programmatic access to Dynamics 365 data and entities. Prior to the introduction of Application User concept we were using...
View ArticleHow to filter values in lookup based on URL string
I have a CRM portal form that has a lookup field displaying as drop down values. These drop down values are coming from a custom entity. we have close to 1500 drop down values on the form. I would...
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Restricting the Regarding object lookup & Customer party list IN Service...
Hi,In my Service Appointment ,I have two fields which are look up and I want to reset to certain lookup types only - not all entity types present in the system.Entity : Service AppointmentOne field is...
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Unable to publish new entity from CRM to CSS Portal
Hello, I wan to achieve new tabs in CSS Portal - Invoice and Order 1. Created Web Page 2. Created Entity form 3. Created Entity list Can see list of all web pages and added web pages under Orders tab...
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Multiple language options on a single web page in Microsoft Portal
Introduction:Recently we had a business requirement to use a localization (Multiple language options) on a single page i.e. not for the whole portal website.But we don’t want to use out of box...
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Maplytics October 2018 Release – Maps integration with Dynamics 365 CRM in...
We are here once again with our new release. Thank you so much to our Partners and Maplytics users for their feedback time and again which helps us to take up new challenges and add strong new features...
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Connect to the Power BI Using Common Data Service (CDS)
Introduction:The Common Data Service is an integral part of the Business Application Platform, providing secure cloud storage for your app data and integrating with Office 365 and Dynamics 365. Common...
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